The Berman Buzz

Client Success Story: Business Owner Helps Employees Stock Up for the Future


Sandy King was in need of a succession plan.


Since 2007, she’d been the sole owner of family business Symbiont Service Corp., an Englewood-based geothermal and traditional pool heating and air-conditioning company started by her father, Roy, in the 1980s. But as her 60th birthday loomed this upcoming June, King wanted to get a retirement plan in place.


No other family members expressed interest in taking over the company. She could try to sell the business — but she wasn’t sure that was the right solution...


Original Story posted on Business Observer: https://zurl.co/zHVj


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